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Clearview Wealth Advisors’s JD.com JD Stock Holding History

Clearview Wealth Advisors’s Portfolio JD Stock Details JD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10
Closed -$341 – 379
2023
Q2 		$341 Hold
10
– – ﹤0.01% 646
2023
Q1 		$439 Hold
10
– – ﹤0.01% 621
2022
Q4 		$561 Hold
10
– – ﹤0.01% 557
2022
Q3 		$1K Hold
10
– – ﹤0.01% 531
2022
Q2 		$1K Hold
10
– – ﹤0.01% 537
2022
Q1 		$1K Hold
10
– – ﹤0.01% 562
2021
Q4 		$1K Hold
10
– – ﹤0.01% 644
2021
Q3 		$1K Hold
10
– – ﹤0.01% 623
2021
Q2 		$1K Hold
10
– – ﹤0.01% 615
2021
Q1 		$1K Hold
10
– – ﹤0.01% 584
2020
Q4 		$1K Buy
+10
New +$835 ﹤0.01% 547

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearview Wealth Advisors's JD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of JD.com (JD) in Q3 2023, closing a stake of 10 shares — an estimated $341 sold.

Clearview Wealth Advisors first reported a position in JD in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 433 funds tracked by Wall St. Rank hold JD as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining JD.com position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 JD.com shares in Q3 2023, an estimated $341.
  • Clearview Wealth Advisors first reported a position in JD.com in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's JD.com position peaked at $1K in Q3 2022.
  • 433 funds tracked by Wall St. Rank held JD.com as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.